Hilltop Holdings
205 hedge funds and large institutions have $1.84B invested in Hilltop Holdings in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 26 closing their positions.
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
33% more capital invested
Capital invested by funds: $1.39B → $1.84B (+$456M)
11% more funds holding
Funds holding: 184 → 205 (+21)
10.31% more ownership
Funds ownership: 55.48% → 65.79% (+10%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
40% less call options, than puts
Call options by funds: $3.87M | Put options by funds: $6.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$170M |
| 2 |
State Street
Boston,
Massachusetts
|
+$65.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$76.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$31M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$17.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.8M |
| 5 |
Millennium Management
New York
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$46K | -1,676 | Closed |
|
|
APC
227
Aspire Private Capital
Cornelius,
North Carolina
| – | -$1K | -53 | Closed |
|
|
PCG
228
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -47 | Closed |
|
|
WT
229
Whittier Trust
South Pasadena,
California
| – | -$1K | -24 | Closed |
|
HTH Hedge Fund Activity: Q1 2021 in Review
205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hilltop Holdings (HTH) for Q1 2021, worth a combined $1.84B — up 33% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HTH positions and 26 closed out — a net gain of 23 holders — while 58 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Wellington Management Group, cutting an estimated $76.7M.
- 205 institutional investors held Hilltop Holdings (HTH) as of Q1 2021, up from 184 in Q4 2020.
- Funds reported $1.84B of Hilltop Holdings stock for Q1 2021, up 33% quarter-over-quarter.
- 49 funds opened new Hilltop Holdings positions in Q1 2021 and 26 closed out, a net change of +23 holders.
- The largest Hilltop Holdings buyer in Q1 2021 was BlackRock, an estimated $170M added.
- The largest Hilltop Holdings seller in Q1 2021 was Wellington Management Group, an estimated $76.7M sold.
Based on aggregated 13F filings for Q1 2021.